Our Team
Our journey into financial planning is deeply personal.
Like many of our clients, we’ve seen firsthand how overwhelming it can be to navigate important financial decisions without clear guidance. Friends, family, and colleagues often struggled to find advice they could trust—advice that was both understandable and truly aligned with their goals. That experience is what led us here.
Today, we combine real-world perspective with professional training to help individuals and families move forward with clarity and confidence. Our mission is simple: to help you make informed decisions, avoid costly mistakes, and build a plan that supports the life you want to live.
What sets our team apart is our commitment to education. We believe financial planning shouldn’t feel intimidating or out of reach. Instead, we focus on breaking down complex concepts into clear, practical strategies—so you not only understand your plan, but feel confident implementing it.
Over the years, we’ve built our reputation on this approach: meeting people where they are, simplifying the process, and equipping them with the knowledge to pursue their financial goals with purpose.
Just as important, we believe in showing up for the communities we serve. Whether working one-on-one with clients or sharing insights more broadly, we are committed to making a meaningful, lasting impact.
Because at the end of the day, financial planning isn’t just about numbers—it’s about helping people achieve independence, security, and peace of mind.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Tyler Otto
Founder and Financial Advisor
720-833-5660
tyler@escapevelocityfinancial.com
Trevor Otto
Financial Advisor
877-568-7666
trevor@escapevelocityfinancial.com
Kayanna Bennett
Business Support Manager
7208335660
kay@escapevelocityfinancial.com
Jayme Lowell
Financial Advisor Assistant
877-568-7666
Laura Otto
Launch Support
laura@escapevelocityfinancial.com
Bill Eldridge
Financial Advisor
720-833-5660
bill@escapevelocityfinancial.com
Born and raised outside of Boston, Bill brings the same loyalty, discipline, and team-first mindset that comes with being a lifelong Boston sports fan into every client relationship. He and his wife, Delia, recently celebrated 34 years...
Mark Parcells
Financial Advisor
mark@escapevelocityfinancial.com
Mark brings a rare combination of leadership, discipline, and real-world financial guidance to his role as a financial advisor at Escape Velocity Financial Planning. A graduate of the United States Military Academy at West Point, he...